+2,577.5%
MUU vs SLB
+62.0%
+2,515.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.7% |
| 7D | +13.9% | +0.4% | +13.5% | +13.7% |
| 30D | +24.8% | +13.6% | +11.2% | +17.0% |
| 3M | -15.7% | +1.5% | -17.2% | -15.2% |
| 6M | +338.9% | +23.0% | +315.9% | +300.3% |
| YTD | +563.2% | +51.2% | +511.9% | +412.8% |
| 1Y | +2,577.5% | +63.5% | +2,514.0% | +1,779.9% |
| All | +2,577.5% | +62.0% | +2,515.5% | +1,779.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SLB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling